Record Selection

[zenzabar]

Using XI -

My data looks like this

Patient# PatientName Text
12345 Tom Smith Closed by HARPER
12345 Tom Smith Closed by TURNER
12222 Anita Baker Closed by GRAHAM

These are all patients of HARPER, but contain notes by various providers. In trying to identify and put together a suggested closing list for HARPER; I want this to see only the record 12222, Anita Baker, Closed by GRAHAM.

 

[lbass]

First insert a group on the Harper field ({table.provider}), and a second group on patient# and then create a formula:

//{@providerclosed}:
if instr({table.text},{table.provider}) <> 0 then
1

Then go to report->selection formula->GROUP and enter:

sum({@providerclosed},{table.patientID}) = 0

This assumes that patients are assigned a consistent provider, even though comments are made by different people.

-LB